Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners.
Prior to founding Fiduciary Wealth Partners, Preston founded SJM Fiduciary Advisors. Fiduciary Wealth Partners is the successor to SJM.
Preston is a frequent speaker and is a regular writer and contributor to financial publications such as IRIS, WealthManagement.com, TheStreet.com, Trust & Estates magazine, Institutional Investor and the CFA Institute. In addition, Preston McSwain has been profiled in the Wall Street Journal and the Financial Times.
Prior to founding Fiduciary Wealth Partners and SJM, held a number of senior leadership positions at investment management and trust companies, including serving as a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England. After Neuberger was acquired by Lehman Brothers, Preston helped lead the growth of the firm’s investment consulting and trust businesses and received the Chairman’s Award given to only the top 50 senior professionals of the organization worldwide. Earlier in his career Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division. He started his career at State Street Bank & Trust.
Preston McSwain is a leader of many not-for-profit organizations that include serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, and as the past Treasurer of Church of the Redeemer in Chestnut Hill. He is also a member of the Economic Club of New York and was a co-founder of Boston Preparatory Academy Public Charter School.
Preston received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.
Preston lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan.
More thoughts from Preston McSwain can be found by connecting with him at the links below.